Family Office Wealth Management Course
Master family office wealth management by establishing governance, handling risks, crafting strategic asset allocation, and assessing private and public investments to bolster multi-generational wealth preservation and sound investment choices.

from 4 to 360h flexible workload
certificate valid in your country
What will I learn?
This course equips you with practical tools for multi-generational wealth management in family offices. Delve into structures, governance, reporting, and risk controls suited to Latin America, alongside macro analysis, asset allocation, oversight of private and public assets, and succession planning to protect capital, navigate complexities, and match long-term goals with effective policies.
Elevify advantages
Develop skills
- Design family office structures with roles, governance, and reporting for scalability.
- Build strategic multi-asset portfolios aligned to multi-generational goals.
- Convert macro and risk analysis into actionable allocation decisions.
- Apply Latin America-focused legal, tax, and compliance controls for families.
- Handle succession, education, and conflicts to safeguard wealth and family harmony.
Suggested summary
Before starting, you can change the chapters and the workload. Choose which chapter to start with. Add or remove chapters. Increase or decrease the course workload.What our students say
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Course in PDF